WFA - Plan Invest Inspire

WFA - Plan Invest Inspire We PLAN. We INVEST. We INSPIRE you to live your best and most fulfilling life!! Member FINRA / SIPC.

Securities offered by Registered Representatives through Private Client Services. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, WFA, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its rep

resentatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Today, our Chief Investment Officer, Rick Wedell, had the honor of speaking to business and community leaders at the Rot...
06/02/2026

Today, our Chief Investment Officer, Rick Wedell, had the honor of speaking to business and community leaders at the Rotary Club of Shreveport.

This marked Rick's ninth presentation to the organization, where he shared his annual economic outlook and insights on the markets, economy, and key trends shaping the financial landscape.

Thank you to the Rotary Club of Shreveport for the opportunity and especially honored that club leadership including Tommy Williams, has asked Rick to continue what has become a valued annual tradition.

There’s still time to register for our upcoming live webinar featuring advisor Dany Martin and Chief Investment Officer ...
05/29/2026

There’s still time to register for our upcoming live webinar featuring advisor Dany Martin and Chief Investment Officer Rick Wedell!

If you’ve been wondering how today’s market and economic changes could impact your financial goals, this session is designed for you. We’ll cover timely investment topics, share professional insights, and answer audience questions live during the event.

Send any questions you’d like addressed during the webinar to:
[email protected]

Reserve your spot here: https://rfgadvisory.zoom.us/webinar/register/WN_lpVfBCz9QsSa79iKk7BLTw #/registration

☀️ Summer Office Hours Update ☀️Beginning May 29th, our offices will close at Noon each Friday throughout the summer to ...
05/28/2026

☀️ Summer Office Hours Update ☀️

Beginning May 29th, our offices will close at Noon each Friday throughout the summer to give our team additional time with their families and for personal commitments.

We believe that making time to recharge and spend meaningful moments with loved ones helps us better serve our clients with energy, focus, and care throughout the year. Our team will continue to be available for urgent matters and time-sensitive requests as needed. Regular Friday office hours will resume on August 1st.

We hope you and your family have a safe, relaxing, and wonderful summer!

In observance of Memorial Day, WFA offices will be closed Friday, May 22nd and Monday, May 25th. We will resume normal b...
05/22/2026

In observance of Memorial Day, WFA offices will be closed Friday, May 22nd and Monday, May 25th. We will resume normal business hours on Tuesday, May 26th.

This holiday weekend, we pause to honor and remember the brave men and women who made the ultimate sacrifice while serving our country. We are grateful for their courage, service, and dedication to protecting our freedoms.

We’re excited to invite you to an upcoming live webinar featuring our advisor Dany Martin and Chief Investment Officer R...
05/21/2026

We’re excited to invite you to an upcoming live webinar featuring our advisor Dany Martin and Chief Investment Officer Rick Wedell. During this conversation and Q&A session, they’ll discuss current market trends, investment insights, and topics that matter most to you and your financial future.

This will be a great opportunity to hear directly from our team, gain perspective on today’s economic environment, and get answers to your questions in real time.

We encourage you to submit any questions you would like addressed during the webinar by emailing:
[email protected]

Register Here: https://rfgadvisory.zoom.us/webinar/register/WN_lpVfBCz9QsSa79iKk7BLTw #/registration

We look forward to having you join us for an informative and engaging discussion.

The little things we do today can make a lasting difference tomorrow. 💚Having important conversations and putting plans ...
05/20/2026

The little things we do today can make a lasting difference tomorrow. 💚

Having important conversations and putting plans in place isn’t always easy, but it can provide clarity, confidence, and comfort for the people we care about most. A strong plan is one of the greatest gifts you can leave your family.

Because building a legacy is about more than wealth — it’s about the people who matter most.

05/19/2026

What happens when the cheering stops and the game clock runs out?

In this episode of the Disruption Blueprint, Shannon Spotswood, Brandon Wilson and Richard Giannotti dive into the mindset shifts elite athletes face when transitioning from the locker room to life after sports — and how confidence, identity, trust, and preparation all play a role beyond the field.

From handling pressure at the highest level to building relationships and navigating major life transitions, there’s a lot we can all learn from the athlete experience.

Whether you’re an athlete, business professional, or someone navigating change in your own life, this discussion offers valuable perspective on growth, leadership, and long-term success.

Listen to the full conversation here: https://www.youtube.com/watch?v=9pTg4ku-ucw

A new savings tool for kids called “Trump Accounts” is making headlines. Under the proposal, eligible children could rec...
05/15/2026

A new savings tool for kids called “Trump Accounts” is making headlines.

Under the proposal, eligible children could receive a $1,000 government-funded investment account at birth, with families able to contribute additional funds over time. The accounts are designed for long-term growth through diversified investments tied to the stock market.

As new programs and strategies continue to emerge, it’s important for families to understand how these accounts compare to other options like 529 plans, custodial accounts, and Roth IRAs.

Have questions about saving or investing for your child’s future? Call us at 318.798.1112.

A little friendly competition and a great reminder that exercising your brain is just as important as exercising your bo...
05/11/2026

A little friendly competition and a great reminder that exercising your brain is just as important as exercising your body. ♟️🧠

Our advisors believe healthy habits go beyond finances. Staying mentally sharp and making time for meaningful moments matters too. Here’s Rashad enjoying a chess match with Chase’s daughters and putting those strategy skills to the test!

Whether it’s planning for the future or planning your next move on the board, growth starts with keeping your mind engaged.

05/07/2026

We love hearing our advisor Dany L Martin, MBA talk about how excited he is for what we’re building at WFA.

Creating an environment where clients feel welcomed, supported, and confident in the team around them is at the heart of everything we do. From personalized guidance to genuine relationships, we strive to make our office a place where clients know they have a team they can trust for every stage of life.

We’re grateful for the people we work with, the community that supports us, and the team that makes WFA such a great place to be.

Listen to the full podcast at this link: https://rfgadvisory.com/podcast/client-primacy-strategic-planning-advisors/

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6425 Youree Drive, Ste 180
Shreveport, LA
71105

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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